PWM

Peterson Wealth Management Portfolio holdings

AUM $135M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.09M
2
+$5.09M
3
+$4.23M
4
JPM icon
JPMorgan Chase
JPM
+$4.15M
5
CASY icon
Casey's General Stores
CASY
+$3.61M

Top Sells

1
+$8.22M
2
+$6.04M
3
+$3.76M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.7M
5
DLR icon
Digital Realty Trust
DLR
+$2.95M

Sector Composition

1 Technology 20.96%
2 Consumer Staples 7.54%
3 Consumer Discretionary 6.96%
4 Financials 5.88%
5 Communication Services 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.09%
13,882
-6,466
27
$1.74M 1.03%
16,535
-3,500
28
$1.42M 0.84%
+6,910
29
$1.39M 0.82%
17,160
-18,385
30
$1.23M 0.73%
10,080
-3,509
31
$477K 0.28%
10,104
+66
32
$454K 0.27%
2,211
-8,155
33
$326K 0.19%
13,320
34
$318K 0.19%
2,514
-54,434
35
$303K 0.18%
+955
36
$262K 0.16%
2,431
-86
37
$258K 0.15%
6,375
38
$237K 0.14%
+1,099
39
$231K 0.14%
3,138
40
$204K 0.12%
+7,257
41
– –
-1,297
42
– –
-1,749
43
– –
-21,479
44
– –
-7,987
45
– –
-8,014
46
– –
-20,577
47
– –
-1,335
48
– –
-6,930
49
– –
-16,940
50
– –
-8,453
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2
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